Shallotte, NC Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

4700 Main St Suite 1

Shallotte NC 28470

Advisors at this office

2

Advisors at this office

Jared D

Series 66

Shallotte, NC

Edward Jones

Jared Diehl is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Merrill, Truist Bank, and service in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Inheritance planning General estate planning guidance Technology Professional
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Angela D

Series 63, Series 66

Shallotte, NC

Edward Jones

Angela Diehl is a financial advisor with Edward Jones in Shallotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, BBTIS, and CUSO Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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